dboy

@kevinxu then why is your cost basis $72 lol

this was the alert when $SHAZ was near $69 btw x.com/kevinxu/status…

NEW ALL IN*: $SHAZ @ 72.37 ALERTED TO SUBS FIRST NEAR $69 Thesis is simple. They're the Australian $NBIS and Leopold holds 19.9% ownership. Here's what I saw: - Leopold bought on 6/22 at $68.73 - Leopold disclosed on 6/29 - Leaked Anthropic docs reveal plan to secure 1.4 GW of compute in Australia - Serenity tweeted about it on Sun 7/5 - Popped 17% on Mon 7/6 - Fully round tripped today to ~$69 Entry price too buttery so I just had to go all in*. Catalyst is any bounce on good data center-y news and Anthropic deal rumors. Leopold's wife is chief of staff at Anthropic btw. Probably nothing. --- *As a reminder: this is my challenge account where I restarted with $35k to go all-in swing trading 1 stock at a time to $10M again. Currently at $57K. Realtime alerts to subscribers. Summaries after market close to non-subscribers. As always, please do your own research with your own independent thinking and risk tolerance and decide your own buys and sells. I may trade on a whims notice. --- Call me Kevin Leopold from now on. Thank you ❤️

@ViralMuzik1989 thank you sir! I took out five mortgages on my house and also sold my kidney on the black market to go all in.

@goodserdboy You sir are a legend 🫡

Sentiment check: On June 3rd, when $IREN announced the 800 MW Bondi acquisition in Australia, the stock was trading at $70. One month later,we’re at $38 and sentiment has completely collapsed. Ask yourself: - Has the secured power pipeline shrunk from 6 GW? - Has $NVIDIA or $MSFT pulled back from their contracts? Why do you think you suddenly know better than the Microsoft or Nvidia?

@Invest_Brandon hahahaha don’t forget about the $275k in collateral that’s getting inflated away… Fucking larp

Someone paid me $64,499 to agree to buy their $META shares at $550... 2 years from now. Say that out loud. It sounds fake. They handed me $64k, instantly, for a PROMISE A promise to buy a company I already love, at a price I'd be thrilled to pay If $META never drops there? I keep the $64k for nothing. If it does? I buy a great company at a discount... & STILL keep the $64k. & my base portfolio secured the whole trade, so no cash drag like CSP This is the power of the portfolio secured put

@asklivermore “Wait for accumulation zone” LMFAO retarded

This is a very simple way to make millions in the stock market. Make sure you save this for your notes. Most traders lose money the same way: - You see a stock down 30% and think it's cheap. You buy the dip. It dips more. You buy again. It keeps falling. - That's not buying the dip. That's catching a falling knife. Here's what to do instead: 1. You never buy a downtrend. A stock falling is falling for a reason. The reason doesn't matter. The trend does. 2. You wait for the accumulation zone. This is where the stock stops making new lows. It trades sideways depending on the timeframe. Volume dries up. Nobody is talking about it anymore. That's the setup. 3. You then start buying in the accumulation zone. Not before. Not during the downtrend. If you're stuck in a downtrending stock, buy more once you see accumulation start to happen. Only buy DURING and AFTER the base is built. Not before.

@negligible_cap Since mid May… JFC

$BABA up 12% today. Remarkable timing from Cathie – sold all $BABA to buy $SPCX. Goat

@ViralMuzik1989 My average is ~$3! 😎

@goodserdboy Nope not sold a single share, yes sitting in a 50% drawdown… but my avg is around 9$

@Zero_PointThree @kevinxu who are you LMAO

@goodserdboy @kevinxu More than half a milly a year to sit on my ass, I’ll take it

6% free money sounds pretty good today

@themomentumplay only joke here is you little boy

$MU: This is not a stock but a commodity. Commodities have cycles just like gold and silver. Semis are cyclical in nature.

@ViralMuzik1989 hahahaha did you or did you not sell at $70 and now are sitting on a 50% drawdown lol

@goodserdboy Not really, same could have been said at 18$, when $IREN moved from 5$.. that’s why it’s very important to know what you own, else it’s easy to fumble away your stock at a price point which doesn’t align with its true business value.

@LandoInvests probs

@goodserdboy Not really

Nothing has fundamentally changed, it’s comical that people are capitulating + shorting this company $IREN is primed for a generational run from now to end of 27’ Bookmark this

@themomentumplay laughing at you not with you 🤦‍♀️

@goodserdboy I appreciate your recognition

@ariaradnia hahaaahhaha he’s probs down on most of these

Terry Smith sold a whole bunch of crap but is actually buying some really solid companies instead - AppLovin $APP - Netflix $NFLX - Uber $UBER - TSMC $TSM

@ryansfinance oof stay poor

I’ve just worked out that 500 shares of $IREN should make me a millionaire 🚀

@wliang x.com/jimcramer/stat… Lmao

The bottom is near. Plant your seeds, Jim Cramer has given us the signal. I am not joking.

@orrdavid nothing insightful here folks

I'm not an AI bull anymore. The next 2, maybe 3 years for hardware companies look great. But everyone knows that already. The question is, what comes after that? I think bad things: 1. Almost all AI spend goes into software. 2. Software companies trade weak; AI is terrible for software companies even if some win. 3. When software companies start failing in a couple of years, they will stop spending so much on AI. We'll be in an environment where AI supply is up, and AI is demand is down. I could be wrong if either: 1. Software companies keep spending huge on AI for years, rather than failing. Or 2. People very quickly find a new big use for AI. I think they will find new wonderful uses for it, but it won't be quick. Another way I could be right is if AI simply stops improving much. I've mentioned before that for investing, o1 deep research from 15 months ago was about the same as today for investing - at least for this use, it almost entirely stopped improving.

@asianinvestors Lmao spy is down like 2%

Markets are in an absolute free fall. Trump saying MOU and ceasefire is over. $DRAM back at 55s, $PENG losing most of its earnings gains, $NOK below $12. But look underneath the hood. $MU printed record earnings, showing no signs of slowdown in 2027/2028, supply still constrained, margins still expanding. But they're back under $ 1000s $PENG just printed earnings. Massive revenue growth, and EPS growth. Smashed expectations. AI demand AGAIN showing no signs of slowdown. Then we have $NOK. Earnings print coming soon. Every week there's a new headline news, new partnership. But what has the stock done? Fallen 30% from highs. $SIVE is a seperate case. Dilution, and concerns of CPO delays have exacerbated their drawdown. Of 60% from highs. Overall market drawdown also hasn't made this any better When I look at the sea of red in my portfolio, I think about WHY this is happening. Is capex spend slowing? No Is demand for GPU and compute slowing? No Are company valuations extremely stretched company to EPS? For most stocks I hold, I can easily say, No Is supply constraints being eased? No. MU was clear supply still constrained throughout 2027 into 2028 So this is why I'm confident that we will see a recovery. I'm watching on hyperscalers earnings print to show no slowdown in capex spending, potentially even see a road to profitability with this spend. This is just my opinion, but I'm confident in my thesis. I'm fully vested, so no chance that buy dips here. If this continues, I will look to add funds into my account.

@jimcramer x.com/jimcramer/stat… Just gonna leave this gem here

These parabolic move unwinds in the semis and in the data center assisters are playing out like all other parabolic moves, vicious , sudden. Now we are in no man's land for many, too later to sell but way too early to buy.